Step 1:

We first discuss your financial objectives as it relates to your long-term financial and estate planning goals (as designed by your financial planner). We try to understand if an exit will meet the objectives you set.

Step 2:

Our next step is to complete a business valuation. We can do a simple business valuation assessment (which is complimentary at no cost) or a more thorough valuation using 8 different valuation parameters. We review the pros and cons of each.

Step 3:

The valuation will give you an estimated market value of your business. The question is whether the value meets your financial objectives. That become a decision point on what direction you might want to take. You can view more information regarding business valuations.

Step 4:

If the valuation meets your financial objectives, we can move forward with an exit plan. There are 3 exit options: 1) Family succession; 2) Employee takeover; 3) Direct sale.

Exit Using the Direct Sale Option:
We have a 9-step program that ranges from preparing your company for the sale to closing the deal. You can download our summary sheet for reference. Note that the first four steps are complimentary - meaning no cost or obligation.

Step 5:

If the valuation fails to meet your financial objective, then with permission, we will analyze your business fundamentals to recommend some changes to increase the valuation. We analyze your marketing, finance, operations, and other business functions at no cost or obligation.